The One-Stop Financial Approach

“A little difference goes a long way”. What if there’s a big difference here? There’s nothing we want to leave to chance, and you shouldn’t too.  That’s why we’re offering so much more than just a few differentiated offerings. Compared to the other providers in the industry, the table below gives an overview of how much impact we can establish for you.

One-Stop Financial Different 9
*Please clarify with your agent/advisor/banker if they offer the respective areas of consideration.

Man Behind One-Stop Financial

Since the very first day, I have always had a strong passion in the professional field of wealth management. There are lots of financial schemes, insurance and investment that encircle us. Despite the array of financial solutions (insurance, investment, etc) made available to consumers today, they are often unaware of the most appropriate solutions that will best address their financial goals. It is crucial to understand financial planning to avoid regrets. This contributed to why I became a financial services advisor after graduation with a Bachelor of Business (Economics and Finance).

I love this challenge and find it incredibly interesting. I have always enjoyed learning business art, understanding it better as it can be applied everywhere in our lives. Singapore is known as a financial and insurance hub, so becoming a financial planner has been an easy career choice.

Being a financial services advisor allows me to better understand the current compulsory and voluntary schemes and to maximize the financial resources available. I always enjoyed planning in general and helping individuals to be confident while safeguarding their financial future – which in turn has a significant impact on many key aspects of a person’s life.

And in LIFE, we plan for the “IF” (the unexpected events).

We may fail to achieve our goals if we fail to plan.

A financial planning process should never reduce you from drinking water and eating bread simply to save money and protect yourself. It is intended to ensure that you can protect your lifestyle when unexpected events take away your earning power and are ready for known events such as retirement.

One-Stop Financial - About; Planning A

Rely on my competence to help you create a robust portfolio in accordance with your risk profile and risk appetite. Your portfolio will retain transparency and most importantly flexibility to be adjusted according to market conditions.

Financial management is a serious business, but I will always try to make it interesting and enjoyable to help you achieve your dreams! I value the relationship with my clients and it’s always the highest priority in my career to maintain strong relationships with you.

There is always a cost. Just who pays for it.

One-Stop Financial

One of the main reasons why this website was established primarily is to address financial misconceptions and share what I know about finance.

Human invented money and it is an entity that cannot be separate from us. We need to understand to grow our wealth so that we know where to put our trust (and cash) in.

Someone who does not follow the crowd can be vastly different from the majority. But does the majority make a lot of money? The answer is “No”. That is why at the end of the day, I would like to present you an opportunity to live a significantly better life, not only financially but also on a personal level, personally.

Financial growth revolves around delayed gratification. Apply this to your financial life (which I will teach you how to do), and I promise you a life that is far more fulfilling than if you have not tried it.

Knowledge is power and power is essentially wealth. The greatest discovery of all time is that a person can change his/her future by merely changing his/her attitude.

The plain vanilla advisory process together with me is not all, you will also be taken on a journey where you will be gain access to talks and activities which will teach you to maintain a desirable lifestyle without compromising your financial health.

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One-Stop Financial - About; Agent B

As an Investment Broker

I started my financial career in an investment brokerage firm, Phillip Securities. My investment creed as an experienced investment specialist is about commitment and long investment time horizons. People who plan for the future make more profit than those who plan for the current.

I specialize in asset allocation and diversification for all risk profiles. One thing that I can promise you, even in this market is that I never ask my investors to judge me on my wins. I asked them to judge me on my losses because I have so few. And in the case of investing for wealth accumulation, I would be happy to share how I did all this while convincing you to let me manage your money.

My goal is to teach you to be forward-looking and to make better choices for your future. I can’t stress enough the importance of long term planning. Commitment brings fortune.

If you can and are willing to commit, then you’re going to come out on top.

As an Insurance Broker

As an insurance agent, I specialize in retirement wealth accumulation plans. As the Singaporean lifespan grows, so do the cost of living. This is where retirement wealth accumulation comes into play. As retirement age is reaching, everyone wants to enjoy and maintain their current lifestyle during retirement without any money problems. 

There are unforeseen retirement problems such as how you are going to build a stable source of income for the rest of your life as well as managing with the rising healthcare cost, especially with the hospital insurance premiums, and the costly living expenses in Singapore. 

I believe that you must not have any mistakes in your retirement years as you had worked hard for your whole life and it’s time for you to enjoy the rest of your life with your loved ones.

There is no way that you are going to restart your life when you are in your retirement age. Having the right retirement planning is, therefore, the utmost important plan you should get it done.

Start building for your retirement plan early means getting to enjoy more compounded returns and putting money to work for you!

One-Stop Financial - About; Agent c

Experience the services we can provide for your finance

Let us future-proof your backend. You focus on building your lifestyle.

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